Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.93%
3 year
15.74%
5 year
0.91%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
16.25%
Sharpe
0.77
Sortino
1.31
Max drawdown
-38.20%
Best month
15.57%
Worst month
-11.45%
Beta vs VTSAX
1.28
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.